- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN vs Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan compare
UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN
UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN
UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN
UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|---|---|---|
| Fund | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
| Investment Plan | Growth | Growth | Growth | Growth | Growth |
| Level of Risk | Low | Low | Low | Low | Very High |
| Asset Size (Cr) | ₹9 Cr | ₹9 Cr | ₹9 Cr | ₹9 Cr | ₹37 Cr |
| Min Investment | ₹10000 | ₹10000 | ₹10000 | ₹10000 | ₹5000 |
| Min SIP Invesment | ₹200000 | ₹0 | ₹200000 | ₹200000 | ₹250 |
| Min Addl Investment | ₹1000 | ₹1000 | ₹1000 | ₹1000 | ₹1000 |
| Launch Date | 15 Jun 2007 | 15 Jun 2007 | 15 Jun 2007 | 15 Jun 2007 | 03 Oct 2017 |
| Category | FMP | FMP | FMP | FMP | ELSS |
| Fund Type | Close Ended | Close Ended | Close Ended | Close Ended | Close Ended |
| Benchmark | CRISIL Liquid TRI | CRISIL Liquid TRI | CRISIL Liquid TRI | NIFTY SMALLCAP 100 TRI | |
| Turn Over | % | % | % | % | 11% |
| Expense Ratio | 0.03 | 0.03 | 0.03 | 0.03 | 1.42 |
| Manager | Dwijendra Srivastava | ||||
| ISIN Code | INF789F01GE7 | INF789F01GE7 | INF789F01GE7 | INF789F01GE7 | INF903JA1AX5 |
| Exits Load | UTI Quarterly Interval Fund - I - Growth charges 1.0% of sell value;. There are no other charges./365 | UTI Quarterly Interval Fund - I - Growth charges 1.0% of sell value;. There are no other charges./365 | UTI Quarterly Interval Fund - I - Growth charges 1.0% of sell value;. There are no other charges./365 | UTI Quarterly Interval Fund - I - Growth charges 1.0% of sell value;. There are no other charges./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|---|---|---|
| 1 Month | 0.44% | 0.44% | 0.44% | 0.44% | 3.43% |
| 6 Month | 3.01% | 3.01% | 3.01% | 3.01% | 24.48% |
| 1 Year | 6.52% | 6.52% | 6.52% | 6.52% | -2.05% |
| 3 Year | 6.18% | 6.18% | 6.18% | 6.18% | 19.14% |
| 5 Year | 4.83% | 4.83% | 4.83% | 4.83% | 31.51% |
SIP Return Analysis
| Scheme Name | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|---|---|---|
| 6 Month | - | - | - | - | 5.87% |
| 1 Year | 1.71% | 1.71% | 1.71% | 1.71% | 14.86% |
| 3 Year | 4.63% | 4.63% | 4.63% | 4.63% | 17.27% |
| 5 Year | 4.85% | 4.85% | 4.85% | 4.85% | 21.9% |
Rolling Lumpsum Returns
| Scheme Name | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|---|---|---|
| 1 Year | 6.94% | 6.94% | 6.94% | 6.94% | 10.71% |
| 3 Year | 7.28% | 7.28% | 7.28% | 7.28% | 24.04% |
| 5 Year | 7.63% | 7.63% | 7.63% | 7.63% | 23.32% |
Risk Management
| Scheme Name | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|---|---|---|
| Standard Deviation | 0.342% | 0.342% | 0.342% | 0.342% | 15.72% |
| Sharp | -2.589% | -2.589% | -2.589% | -2.589% | 0.72% |
| Beta | - | - | - | - | 0.76% |
| Alpha | - | - | - | - | -0.54% |
Fund Managers
| Scheme Name | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|---|---|---|
| Name | Dwijendra Srivastava | ||||
| Total AUM | ₹14140 Cr | ||||
| Funds Managed | 14 | ||||
| UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
Market Cap
| Scheme Name |
UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN |
UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN |
UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN |
UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN |
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|---|---|---|
| Others | 100 | 100 | 100 | 100 | 5.18 |
| Small Cap | - | - | - | - | 87.54 |
| Mid Cap | - | - | - | - | 7.28 |
Sector Allocation
| Scheme Name |
UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN |
UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN |
UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN |
UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN |
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|---|---|---|
| Others | 100 | 100 | 100 | 100 | 5.18 |
| Communication Services | - | - | - | - | 7.61 |
| Basic Materials | - | - | - | - | 11.9 |
| Financial Services | - | - | - | - | 23.21 |
| Technology | - | - | - | - | 5.35 |
| Consumer Cyclical | - | - | - | - | 15.39 |
| Healthcare | - | - | - | - | 10.23 |
| Industrials | - | - | - | - | 19.08 |
| Real Estate | - | - | - | - | 2.04 |
Top Comparisons
Bandhan Banking & PSU Fund - Regular Growth
3Y Returns7.16%
Mirae Asset Banking and PSU Fund Regular Growth Plan
3Y Returns7.01%
Nippon India US Equity Opportunites Fund- Growth Plan- Growth Option
3Y Returns19.58%
Aditya Birla Sun Life International Equity Fund - Plan A - Growth - Regular Plan
3Y Returns18.02%
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option
3Y Returns21.07%
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
3Y Returns17.32%
ICICI Prudential Medium Term Bond Fund - Growth
3Y Returns7.76%
Invesco India Medium Duration Fund - Regular - Growth
3Y Returns6.94%
